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Welcome to Compass Documentation

Compass is a project management platform for managing projects end-to-end. Use the search bar above to find topics or ask the AI assistant.

We are refreshing the documentation site. Task Management articles are available in the sidebar; other module guides will return as they are updated.

What is Compass?​

Compass is a multi-tenant SaaS platform that helps project management companies:

  • Create & Manage Projects — Track projects from start to finish
  • Build Budgets — Plan CapEx, OpEx, and Service Revenue
  • Manage Tasks — Use task catalogs with templates and automation rules
  • Plan Travel — Track trips and expenses
  • Coordinate Teams — Manage contacts, stakeholders, and roles
  • Generate Reports — Financial tracking and analytics

Documentation status​

The list below is for orientation only. Links to module guides are paused until those sections are republished.

Core areas​

Projects

Create and manage projects

Budget Estimator

Plan CapEx, OpEx, and revenue budgets

Tasks

Manage tasks with catalogs and automation — see the sidebar

Finance

Track company-wide P&L

Trips

Plan travel and expenses

Surveys

Create and send questionnaires

Administration​

Users & Roles

Manage accounts and permissions

Workflows & Notifications

Configure notifications and automation

Need help?​

Open Tasks in the sidebar for task-related guides. For everything else, use search or Ask AI until those guides are live again.